Zurmo Review

Zurmo is a CRM software that allows companies to improve relations with their customers so as to optimize sales as well. Being open source, it therefore allows anyone to style and customize the entire CRM system to their liking, thus meeting everyone’s needs. The Customer Relationship Manager has the primary goal of giving more attention to the customer, building a relationship of trust with him; in this way, not only will it be easier to keep existing customers already loyal, but it will also be possible to acquire new ones. With Zurmo all those complex operations that required long hours will be speeded up so as to guarantee full control of your company and on all the activities that interest you.

ZURMO – TUTORIAL

Let’s take a look at this short tutorial that allows us to better understand how this CRM system works:

ZURMO – FEATURES

Here are the main features of Zurmo:

• Customer management: manage contacts, accounts and leads in a simple and organized way
• Activity management: keep under control meetings, activities, notes, appointments so as to always be informed about all the important things
• Offers tracking: create and manage bid opportunities, keeping track of the sales pipeline
• Gamification: reward and motivate users with scores, badges and much more
• Reporting system: it uses company reports that allow you to have a 360 ° view of your company
• Workflow management: create personalized workflows and monitor all scheduled or past events
• Marketing automation: create and send marketing campaigns, create product catalogs, manage items and product quantities
• Internationalization: a language pack is at your disposal, also including real-time currency conversion and time zone support
• Integrations: integrate Zurmo with your email box, Google Mapping, Geocode etc.
• Free training: enjoy all the free material offered by Zurmo: tutorials, live demos, forums and more.